Simplify Task and Notes in Conversations

Created by PX Marketing, Modified on Tue, 19 Aug at 2:39 PM by PX Marketing

Overview

Managing tasks and notes in PXME Conversations is now easier than ever. With the ability to add, edit, delete, and track tasks and notes directly from the Conversations page, your workflow becomes smoother, more efficient, and fully integrated.

How-to Steps

1. Accessing the Tasks and Notes Panel

Navigate to the Conversations module.
Locate the Tasks and Notes icons on the right-hand panel.

2. Adding a Task

Click on the Tasks icon.
Select Add Task.
Enter the task details and save.

3. Editing an Existing Task

Click on the task you want to edit.
Modify the details as necessary.
Save your changes.

4. Marking a Task as Done

Click the checkbox next to the task.
The task will be marked as completed.

5. Adding a Note

Click on the Notes icon.
Select Add Note.
Enter your note details and save.

6. Editing a Note

Click on the note you want to edit.
Modify the content as needed.
Save your changes.

7. Deleting Tasks and Notes

Select the task or note you want to delete.
Confirm deletion.

8. Undoing a Deletion

If you delete something by mistake, click the Undo option that appears immediately after deletion.

9. Viewing SMS Cost and Segment Information

While composing an SMS, you’ll see the character count, number of segments, and potential cost directly in the conversation composer.
This helps you stay aware of SMS costs and avoid budget surprises.

Internal Comments

The Internal Comments feature allows team members to collaborate privately within a conversation thread.

How to Use: Type an internal comment and use @mentions to tag teammates.
Visibility: Internal comments are visible only to your team, not to contacts.
Key Benefit: Improves collaboration by letting you share updates, feedback, or assign follow-ups seamlessly.

Benefits

Streamlined Workflow: Manage tasks and notes directly inside Conversations.
Improved Efficiency: Quick add, edit, and delete options keep you on track.
Error Mitigation: The Undo option helps prevent accidental data loss.
Collaboration: Internal comments ensure smooth teamwork without cluttering client-facing conversations.

Pro Tips

Consistent Updates: Regularly refresh your tasks and notes for accuracy.
Use Descriptive Titles: Make tasks and notes easy to identify.
Organize by Priority: Focus on the most critical actions first.

FAQ / Use Cases

Q: Why can’t I see the Tasks and Notes icons?
A: Make sure you’re using the latest version of PXME and reload the page.

Q: Can I assign tasks to other users?
A: Currently, tasks are user-specific and cannot be assigned to others in this module.

Q: What happens if I accidentally delete a note or task?
A: Use the Undo option that appears right after deletion to restore it.